|
|
|
Rebate Offer
|
4.0% (100%)
|
|
Minimum Initial Investment
|
$2,000
|
|
Expected Close Date
|
Ongoing
|
| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
|
|
Australia has great exposure to solid resource companies, but with the global demand for commodities increasing, now may be an opportune time to consider adding global resources to your portfolio. The Perpetual Global Resources Fund gives you the opportunity to tap into this demand by investing in quality resource companies from Australia and around the world - including mining, energy, steel, commodities and related service companies.
Why invest in the fund?
- Participate in the demand for global resources and add further diversity to your portfolio.
- The potential for long-term capital growth.
- Managed by the winner of Money magazine’s Best Fund Manager 2011 and a highly skilled investment team with extensive experience in the resources industry.
- A disciplined investment approach with a focus on quality companies.
|
.gif) |
|
The fund may suit investors who:
- Wish to take advantage of the resource demand around the world and access emerging markets.
- Are looking for long-term capital growth and the potential for high returns.
- Want to better diversify their portfolio.
- Have seven years or more to invest.
| Perpetual Global Resources Fund total returns after fees as at 30 April 2011 (%pa)* |
| |
1 year |
2 years |
Since inception |
| Perpetual WealthFocus Investment Advantage |
23.1 % |
24.3 % pa |
27.5% pa |
| Benchmark - Customised All Countries Resources Index^ |
5.9 % |
14.8 % pa |
13.8% pa |
How to invest
You can access the Perpetual Global Resources Fund via Perpetual WealthFocus Investment Advantage. To find out more phone 1800 352 021, download a product disclosure statement (PDS) or request a PDS via mail.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual Global Resources Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
Units in the Perpetual Global Resources Fund are issued by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426. This information has been prepared without taking into account your objectives, financial situation or needs. The product disclosure statement (PDS) should be considered before making an application for units in the Fund. A PDS can be obtained by downloading from one of the links above or by phoning 2020 Direct Invest on 1800 352 021. 2020 Direct Invest, a distributor of the PDS, does not guarantee the performance of, or capital invested in the Fund.
*Perpetual WealthFocus Investment Advantage – Perpetual Global Resources Fund, total return per annum (after fees) as at 28 February 2011. The return has been calculated using exit prices after ongoing fees and assumes reinvestment of distributions. No allowance has been made for contribution fees, withdrawal fees or taxation. Past performance is not indicative of future performance. Returns shown are adjusted for the appropriate Share Class management cost.
ˆThe Fund was initially managed against the ASX 300 Resources Accumulation Index with the ability to invest in offshore markets. From the 4 June 2008 the benchmark changed to the MSCI Customised All Countries Resources Index. The MSCI Custom Resource Index is comprised of 75% metals and mining / coal and consumable cuels, and 25% energy equipment and services and industry / gas and consumable fuels (excluding coal and consumable fuels). It is based on free float adjusted market capitalisation (unhedged in AUD).
|
|
|
|